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Portfolio (Quarterly) Guide ↗

N.E.W. Advisory Services LLC

· CIK 0001803456
13F Portfolio $1.3B AUM 914 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 232 Added 171 Reduced 45 Exited
Page 40 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WDC WESTERN DIGITAL CORP Technology 12.0 $3K $271.50 +96.1%
782 CVS CVS HEALTH CORP Healthcare 45.0 $3K $71.82 +27.9%
783 BBY BEST BUY INC Consumer Cyclical 50.0 $3K $64.20 -1.1%
784 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 376.0 $3K $8.26 +7.9%
785 COHR COHERENT CORP Technology 13.0 $3K $238.23 +60.0%
786 LPG DORIAN LPG LTD Energy 90.0 $3K $34.20 +27.3%
787 USAU U S GOLD CORP Basic Materials 200.0 $3K $15.19 +2.1%
788 IGF ISHARES TR 45.0 $3K -14.0 -23.7% $67.00 +0.3%
789 WEN WENDYS CO Consumer Cyclical 432.0 $3K +144.0 +50.0% $6.95 +7.1%
790 QSI QUANTUM SI INC Healthcare 3,854.0 $3K $0.77 +45.3%
791 VMBS VANGUARD SCOTTSDALE FDS 62.0 $3K $46.95 -0.5%
792 ROKU ROKU INC Communication Services 30.0 $3K NEW $94.63 +38.1%
793 PETROLEO BRASILEIRO SA PETRO 150.0 $3K $18.75
794 INSM INSMED INC Healthcare 17.0 $3K $163.53 -34.5%
795 ACWX ISHARES TR 40.0 $3K $68.47 +11.3%
796 YUMC YUM CHINA HLDGS INC Consumer Cyclical 56.0 $3K $48.79 -9.8%
797 TOST TOAST INC Technology 100.0 $3K +40.0 +66.7% $26.51 -7.5%
798 DVA DAVITA INC Healthcare 17.0 $3K NEW $153.71 +27.2%
799 WDS WOODSIDE ENERGY GROUP LTD Energy 108.0 $3K NEW $23.88 -9.0%
800 PFLT PENNANTPARK FLOATING RATE CA Financial Services 320.0 $3K NEW $8.04 +1.7%
Page 40 of 46  ·  914 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 25.4%
Consumer Defensive 13.7%
Consumer Cyclical 7.9%
Industrials 7.0%
Utilities 5.4%
Healthcare 4.8%
Communication Services 4.1%
Real Estate 2.4%
Energy 2.0%